See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,674 | $58,234+12.8% | $81,783-19.7% | $80,874-18.8% |
| Participation rate | 30.6% | 63.4%-32.8pp | 72.4%-41.7pp | 67.6%-37.0pp |
| Annual return | 26.32% | 41.70%-15.4pp | 775.05%-748.7pp | 35.62%-9.3pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,988 | $3,283-39.4% | $4,320-54.0% | $4,297-53.7% |
| Admin fee / account holder | $826 | $4,982-83.4% | $7,380-88.8% | $6,935-88.1% |